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How to set Invoices Settings?

Once you have administrator rights in Amberlo you can access and manage Invoices Settings.

How to access Invoices Settings?

1. Go to the General Settings and click Bills in the left-hand menu.

2. Click the tab INVOICES:

How to set Invoices Settings1

 

From the Invoices Settings, you can:

  1. Turn on the function "Use additional sales date in invoices".
  2. Set Invoices numbering.
  3. Set Credit notes numbering.
  4. Activate Correction invoice feature.
  5. Set Memos and name for Invoices.
  6. Set default Invoice template and default Invoice settings:

How to set Invoices Settings2

 

Note: Be sure you selected a proper company (or branch) if you have more than one company (or branch).

1. How to turn on/off the function "Use additional sales date in invoices"? (Read more)

  1. Mark/unmark the checkbox next to "Use additional sales date in invoices".
  2. Click the button Save:

How to set Invoices Settings3

 

2. How to set Invoices numbering formula? (Read more)

  1. Create your invoice numbering formula and enter it into "Numbering formula" field.
  2. "Explanation of numbering format" will help you to create Numbering formula.
  3. Click the button Save to save your Invoice numbering formula:

How to set Invoices Settings4

 

3. How to set Credit notes numbering? (Read more)

  1. Create your Credit note numbering formula and enter it into "Numbering formula" field.
  2. "Explanation of numbering format" will help you to create Numbering formula.
  3. Click the button Save to save your Credit note numbering formula:

How to set Invoices Settings5

 

4. In Correction invoice settings, you can:

How to set Invoices Settings6

5. In Memos and name settings, you can:

How to set Invoices Settings7

 

6. In Template settings, you can:

  • Set default Invoice template (Invoice, Report, Invoice and Report) (Read more);
  • Set Default invoice template settings (Read more);
  • Set Default report template settings (Read more):

How to set Invoices Settings8

Click here if you want to read about other Bills Settings.

 

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!